CIM GOLDTeller Overview |
  
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Navigation: Teller System >
CIM GOLDTeller Overview |
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CIM GOLDTeller is a powerful tool for tellers to quickly access customer data and run transactions on accounts. It works seamlessly with CIM GOLD, allowing the teller to view other screens and information and then quickly return to GOLDTeller.
GOLDTeller was previously a standalone product, but the new CIM GOLDTeller is automatically included when CIM GOLD is downloaded. It appears under Teller System > GOLDTeller in the CIM GOLD tree view, as shown below:
Teller System > GOLDTeller Screen
Important: Once your institution upgrades to CIM GOLD version 7.5 and above, you must use CIM GOLDTeller. The old stand-alone version of GOLDTeller will no longer be available.
Setup Requirements
GOLDTeller is a robust system that can be set up according to each teller's needs. Some setup is required, but once set up for each user, you will find CIM GOLDTeller an easy-to-use application.
If you are the person at your institution responsible for setting up CIM GOLDTeller for other users, review the Setup Requirements sections linked below.
Security Setup for CIM GOLDTeller
Signature Capture — File Services Plus
Additionally, an administrator at your institution can determine which fields appear on specific transactions, which transactions appear on the left menu, and more. See the Administrator Options topic for more details.
CIM GOLDTeller Basics
See the CIM GOLDTeller Screen Details topic to familiarize yourself with how the CIM GOLDTeller system looks.
The Running Transactions section describes the basics of how to run transactions in CIM GOLDTeller. It also describes each transaction in detail.
See the Frequently Asked Questions section for answers to common questions.
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Tip
To speed up the CIM GOLDTeller download process, make sure the Validate Teller Database Paths option is not selected on the Options > User Preferences > Options tab (see below). If you do not select this option, the system will skip validating the DB4 paths during CIM GOLDTeller startup. Users will instantly know if the DB4 path isn’t working, because they’ll get an error that the system can’t find the DB4 path. The system does not need to validate the path on startup.
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Also, check the Disable Remote Override box also on the User Preferences screen. The Remote Override currently doesn't exist, so the system will no longer check for it if that option is checked, thereby speeding up the CIM GOLDTeller download. |
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For any additional questions not answered by this user guide, contact your GOLDPoint Systems account manager.
